See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,291 | $118,849-96.4% | $96,562-95.6% | $167,490-97.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.92% | 50.49%-30.6pp | 37.78%-17.9pp | 478.56%-458.6pp |
| Employer contribution / active EE | $901 | $3,120-71.1% | $2,356-61.8% | $4,837-81.4% |
| Participant deferral / active EE | $2,354 | $4,616-49.0% | $3,849-38.8% | $6,341-62.9% |
| Admin fee / account holder | $45 | $8,065-99.4% | $6,181-99.3% | $12,309-99.6% |